See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,750 | $70,606+129.1% | $53,898+200.1% | $142,382+13.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.08% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,230 | $1,202+501.5% | $932+675.7% | $4,299+68.2% |
| Participant deferral / active EE | $8,353 | $2,364+253.4% | $1,826+357.4% | $6,507+28.4% |
| Admin fee / account holder | $2,519 | $2,852-11.6% | $2,491+1.1% | $12,624-80.0% |